Filed March 16, 2020 (most recent of 5 filings on file)
Total covered: 18 employees
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| Provider | Service type | Compensation |
|---|---|---|
FLEXPATH STRATEGIES, LLC2 years Service code 49 · EIN 46-4782313 | Other Services | $145,794 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $125,742 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $52,777 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $35,525 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,000 |
THOMPSON HINE1 year Filed as: THOMPSON RETIREMENT RESOURCES, INC. Service code 27 · EIN 26-4203770 | Advisory (Plan) | $5,500 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,093 | $98,780+47.9% | $60,919+139.8% | $77,906+87.5% |
| Participation rate | 93.4% | 76.7%+16.8pp | 73.1%+20.3pp | 73.7%+19.7pp |
| Annual return | -8.34% | -11.56%+3.2pp | 16.98%-25.3pp | 12.16%-20.5pp |
| Employer contribution / active EE | $4,541 | $3,605+26.0% | $2,704+68.0% | $2,846+59.5% |
| Participant deferral / active EE | $5,334 | $4,200+27.0% | $3,814+39.8% | $4,805+11.0% |
| Admin fee / account holder | $103 | $89+16.0% | $3,226-96.8% | $133-22.5% |